Intercontinental Wealth Advisors’s Exponent EXPO Stock Holding History

Intercontinental Wealth Advisors’s Portfolio EXPO Stock Details EXPO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$458K	Buy	4,905 +170	+4%	+$16K	0.11%	196
2023 Q1	$472K	Sell	4,735 -136	-3%	-$13.8K	0.12%	202
2022 Q4	$483K	Sell	4,871 -89	-2%	-$8.65K	0.14%	164
2022 Q3	$435K	Buy	4,960 +92	+2%	+$8.72K	0.14%	174
2022 Q2	$445K	Buy	4,868 +1,638	+51%	+$154K	0.12%	178
2022 Q1	$349K	Buy	3,230 +68	+2%	+$6.56K	0.08%	219
2021 Q4	$369K	Buy	3,162 +1,382	+78%	+$162K	0.08%	216
2021 Q3	$201K	Buy	+1,780	New	+$192K	0.05%	275

Other funds holding EXPO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Intercontinental Wealth Advisors's EXPO Position: Q2 2023 in Review

Intercontinental Wealth Advisors increased its Exponent (EXPO) stake by 3.6% in Q2 2023, buying an estimated $16K and bringing the position to 4,905 shares worth $458K. The position accounts for 0.11% of the portfolio, ranked #196.

Intercontinental Wealth Advisors first reported a position in EXPO in Q3 2021 and has held it in 8 quarters since. The position peaked at $483K in Q4 2022. 355 funds tracked by Wall St. Rank hold EXPO as of Q2 2023.

Intercontinental Wealth Advisors held 4,905 shares of Exponent worth $458K as of Q2 2023.
Intercontinental Wealth Advisors bought 170 Exponent shares in Q2 2023, an estimated $16K.
Exponent made up 0.11% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #196 holding.
Intercontinental Wealth Advisors first reported a position in Exponent in Q3 2021 and has held it in 8 quarters since.
Intercontinental Wealth Advisors's Exponent position peaked at $483K in Q4 2022.
355 funds tracked by Wall St. Rank held Exponent as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.